2023 Form 5500 filing — Applied Medical Resources Corporation 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014181026NAL0047121648001) for Applied Medical Resources Corporation 401(K) Plan, reported by Applied Medical Resources Corp. under EIN 33-0269393 and plan number 001. It reports 4,816 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$187.5MReported net assets$187,497,289
Participants4.8K4,816
Provider compensation$266.6K3 Schedule C row(s)$266,583
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014181026NAL0047121648001
Plan sponsor
Applied Medical Resources Corp.
EIN
33-0269393
Plan number
001
Location
Rsm, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$187.5M total assets
Net assets$187.5MLiabilities$0
Money in vs. money out
Total income / additions$55.7M
Total expenses$13.5M
Benefits paid / distributions$13.3M
Contributions
Employer$5.1M
Participant$20.8M
Full reported line items
Total assets (EOY)
$187,497,289
Total liabilities (EOY)
$0
Net assets (EOY)
$187,497,289
Employer contributions
$5,132,460
Participant contributions
$20,760,749
Total income / additions
$55,667,081
Benefits paid
$13,256,951
Administrative expenses
$193,819
Total expenses
$13,450,770
Net increase / (decrease)
$42,216,311
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $178.1K · Indirect $0
  2. 2
    INVESTMENT MANAGEMENT · Direct $48.5K
  3. 3
    INVESTMENT ADVISOR · Direct $40K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014181026NAL0047121648001 cover?
It is the 2023 Form 5500 filing for Applied Medical Resources Corporation 401(K) Plan, reported by Applied Medical Resources Corp. (EIN 33-0269393).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages